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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-06-02 |
| PA | RA | APPROVED | 2025-05-20 |
Branch Locations
224 Strawbridge Dr Suite 110, Moorestown, NJ 08057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mycio Wealth Partners, Llc | Philadelphia | PA | 03/2023 | 05/2025 |
| Legacy Advisors | Plymouth Meeting | PA | 06/2021 | 02/2023 |
| Legacy Advisors | Plymouth Meeting | PA | 01/2020 | 05/2021 |
| Fortis Wealth | King Of Prussia | PA | 05/2019 | 12/2019 |
| Lighthouse Planning Consultants | Cherry Hill | NJ | 07/2018 | 12/2018 |
| Temple University | Philadelphia | PA | 01/2018 | 06/2021 |
| Status Valet | New Hope | PA | 05/2016 | 07/2022 |
| Council Rock High School South | Holland | PA | 09/2013 | 05/2017 |
| Sanctuary Advisors Llc | Moorestown | NJ | 05/2025 | Present |
1) Name: Kevin Newbert Position: Operator Nature: Vacation home rental Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 5/27/2022 Address: 2207 New Jersey Avenue, Wildwood NJ 08260, United States Description: Host guest in summer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-14 |
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